Institutional Ownership Schwab Strategic Tr 1000 Index (SCHK)
This table provides information about the institutional ownership of Schwab Strategic Tr 1000 Index (SCHK). We have compiled data on the 181 institutions that hold shares in the stock, with a total of 39.5 Million shares, which have been reported (via 13F filing form) to have a value of $1.14 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
28,600,697
shares
|
$827 Million
3.25% of portfolio
|
Q3 2024
Added 18.4%
|
|
|
Legacy Wealth Management, Inc
|
Oct 24, 2024 Q3 2024 |
3,592,809
shares
|
$104 Million
12.87% of portfolio
|
Q3 2024
Reduced 1.48%
|
|
|
Warwick Investment Management, Inc.
|
Nov 04, 2024 Q3 2024 |
2,097,785
shares
|
$60.6 Million
27.6% of portfolio
|
Q3 2024
Added 11.81%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 11, 2024 Q3 2024 |
1,270,066
shares
|
$36.7 Million
5.84% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Waddell & Associates, LLC
|
Nov 12, 2024 Q3 2024 |
962,726
shares
|
$27.8 Million
6.53% of portfolio
|
Q3 2024
Added 1.39%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Oct 31, 2024 Q3 2024 |
310,617
shares
|
$8.98 Million
12.34% of portfolio
|
Q3 2024
New holding
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
288,221
shares
|
$8.33 Million
0.18% of portfolio
|
Q3 2023
Reduced 2.43%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
145,742
shares
|
$4.21 Million
0.73% of portfolio
|
Q3 2024
Added 5.83%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
111,085
shares
|
$3.21 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.02%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
107,622
shares
|
$3.11 Million
0.01% of portfolio
|
Q3 2024
Added 19941.34%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
103,325
shares
|
$2.99 Million
0.01% of portfolio
|
Q3 2024
Added 0.82%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
99,722
shares
|
$2.88 Million
0.13% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
67,709
shares
|
$1.96 Million
0.15% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Nov 06, 2024 Q3 2024 |
64,398
shares
|
$1.86 Million
1.37% of portfolio
|
Q3 2024
Added 2.17%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
63,175
shares
|
$1.83 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.06%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
61,320
shares
|
$1.77 Million
0.56% of portfolio
|
Q2 2023
Reduced 0.07%
|
|
|
Schwab Charitable Fund
|
Oct 15, 2024 Q3 2024 |
60,144
shares
|
$1.74 Million
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Parkside Advisors LLC
|
Oct 08, 2024 Q3 2024 |
60,064
shares
|
$1.74 Million
0.79% of portfolio
|
Q1 2024
Reduced 6.59%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
55,390
shares
|
$1.6 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.23%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
54,247
shares
|
$1.57 Million
0.0% of portfolio
|
Q3 2024
Added 34.32%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
51,423
shares
|
$1.49 Million
0.0% of portfolio
|
Q3 2024
Added 5.49%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
48,927
shares
|
$1.41 Million
0.0% of portfolio
|
Q3 2024
Added 55.8%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
47,014
shares
|
$1.36 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
39,879
shares
|
$1.15 Million
0.0% of portfolio
|
Q3 2024
Added 1.82%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
36,891
shares
|
$1.07 Million
0.24% of portfolio
|
Q3 2024
Reduced 1.37%
|